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AI Memory & HBM

High-bandwidth memory sits beside the processor in an AI accelerator and feeds it data fast enough to keep the compute busy. Supply is concentrated among a few memory makers, which makes the group a tight bottleneck on AI build-out.

12 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
701	IB Intrust Bank Wichita, Kansas	$820K	+$389K	2	0.28%	Increased
702	IIA IPG Investment Advisors San Diego, California	$815K	-$65.1K	1	0.33%	Reduced
703	WhitTier Trust Company Reno, Nevada	$812K	+$22.7K	1	0.08%	Increased
704	HH Hilltop Holdings Dallas, Texas	$808K	-$58.2K	2	0.24%	Reduced
705	JT Jump Trading Chicago, Illinois	$808K	+$729K	1	0.12%	Increased
706	DY Dowling & Yahnke San Diego, California	$801K	+$1.17K	1	0.08%	Increased
707	PL Parkwood LLC Cleveland, Ohio	$799K	-$217K	2	0.12%	Reduced
708	Colony Group Boston, Massachusetts	$796K	+$808K	2	0.06%	New
709	UFG United Fire Group Cedar Rapids, Iowa	$796K	$0	1	0.28%	Maintained
710	IFS Ifrah Financial Services Little Rock, Arkansas	$776K	-$13K	2	0.31%	Reduced
711	JCP Jabre Capital Partners Geneva, Switzerland	$771K	+$770K	2	0.07%	New
712	WA WFG Advisors Dallas, Texas	$771K	+$146K	2	0.17%	Increased
713	Annex Advisory Services Brookfield, Wisconsin	$765K	-$182K	1	0.17%	Reduced
714	VFPI Vantage Financial Partners (Illinois) Arlington Heights, Illinois	$754K	+$753K	2	0.53%	New
715	VFA Voya Financial Advisors Windsor, Connecticut	$754K	+$396K	2	0.05%	Increased
716	PI PHH Investments Addison, Texas	$752K	-$22.9K	1	0.26%	Reduced
717	FIM Fruth Investment Management Houston, Texas	$751K	-$29.3K	1	0.35%	Reduced
718	KAM Kazazian Asset Management Fort Lauderdale, Florida	$747K	$0	1	1.13%	Maintained
719	HIM Herald Investment Management London, United Kingdom	$746K	-$176K	1	0.26%	Reduced
720	BCA Bray Capital Advisors Naples, Florida	$741K	$0	2	0.41%	Maintained
721	LK Lumbard & Kellner Hollis, New Hampshire	$738K	$0	1	0.42%	Maintained
722	Sigma Planning Corp Ann Arbor, Michigan	$733K	+$258K	1	0.07%	Increased
723	GSBTD Glenview State Bank Trust Department Glenview, Illinois	$732K	$0	1	0.37%	Maintained
724	RIM Rampart Investment Management Hartford, Connecticut	$713K	+$567K	2	0.26%	Increased
725	Laird Norton Wetherby Wealth Management San Francisco, California	$710K	+$6.27K	2	0.12%	Increased